WeWork
3 statements across 3 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement Aug 20, 2018 by Josh Wolfe · said 16 times in 9 episodes since 2018 · across every show →
Mentions by year
brought up most by Ted Seides (6), Khe Hy (3), Josh Wolfe (3), Jonathan Lewinsohn (1), Gavin Baker (1), Dan Rasmussen (1), Dan Ariely (1)
tap a year for its mentions
2026 1 mention in 1 episode
2021 4 mentions in 2 episodes 2 per episode
2020 4 mentions in 3 episodes 1 per episode
2019 4 mentions in 2 episodes 2 per episode
2018 3 mentions in 1 episode
Everything said about WeWork, oldest first
Aug 20, 2018 bearish
Wolfe: WeWork will face severe downside operating leverage when economic conditions contract
“The operating leverage that those businesses, by the way, get on the upside is huge. But once you have this precipitous pruning and these people start disappearing, I think the operating leverage that you get on the downside is going to be really painful. And …”
Feb 17, 2020 bearish
US private equity multiples are distorted and significantly overpriced
“Now I think private markets are much more expensive than public markets, and you can see this with the venture-backed stuff like WeWork. Private markets say it's worth seventy-five billion. Public markets say it's worthless. You can see it in the deal multiple…”